3 Comments

Thanks for doing these. Always interesting to see some cool new ideas.

Lassila & Tikanoja (LAT1V Finland – € 382m) seems interesting. Does anyone have any extra info on the "temporary issues" the company is/was going through?

I suppose we don't like that current EPS is still below 2015-2016 levels.

Expand full comment

Have you looked at Capri?

Expand full comment

Great work, as always. Thanks

Expand full comment